Recent Articles

Planning Ahead During Uncertain Times

Posted on: February 8, 2021

Tags:

As some provinces head into a second COVID-19 lockdown, some people are asking the question: Why bother investing for the long term? For many, especially Millennials, the task of building financial wealth and security looks increasingly hopeless. Even the most prudent small business owners were caught short during the lock down in the spring and many are now facing the prospect of permanently closing their companies.

Read more about Planning Ahead During Uncertain Times

Why You Should Choose a Financial Advisor

Posted on: February 8, 2021

Tags:

investments

Read more about Why You Should Choose a Financial Advisor

Planning to Protect Your Legacy

Posted on: February 8, 2021

Tags:

estate planning

Your estate is everything you own today - your home, savings, investments, life insurance and personal possessions. So, no matter where you may be on your financial journey, you have an estate that needs protecting. But how you approach this plan is important.

Read more about Planning to Protect Your Legacy

Your TFSA in 2021. What Can You Contribute?

Posted on: January 11, 2021

Tags:

retirement planning

When it comes to flexible investment tools, there's nothing quite like a Tax-Free Savings Account (TFSA). This registered account allows you to hold not just savings but also investment equities like stocks, bonds, mutual funds and GICs. All of your investments grow tax-free in a TFSA. What's even better? You're not taxed when you make withdrawals, and you can reinvest that amount in future years.

Read more about Your TFSA in 2021. What Can You Contribute?

Post-Holiday Debt? You're Not Alone

Posted on: January 11, 2021

Tags:

financial planning

"This is the last time I'm starting a new year saddled with credit card debt," says Tiffany, a 48-year-old computer analyst. "I've said this every January for the past five years. This year, I've got to keep this promise to myself. I don't want to spend another 12 months catching up, only to fall behind all over again. I can't take this stress anymore."

Read more about Post-Holiday Debt? You're Not Alone

Helping Adult Children Buy A Home

Posted on: January 11, 2021

Tags:

estate planning

With the average price of a home in Canada ¹ costing roughly $530,000 in 2020 , it's getting harder for first-time buyers to enter the market. This is likely why a growing number of parents are stepping up to help their adult children purchase a home. While it's admirable to offer this level of support in an increasingly expensive world, it's also a complex decision that both parents and their adult children should ponder carefully.